+29.4%
EXPE vs DBX
+12.7%
+16.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.2% | +1.1% |
| 7D | -8.7% | -1.8% | -6.8% | -8.1% |
| 30D | -13.6% | +2.8% | -16.5% | -14.5% |
| 3M | +26.6% | +26.8% | -0.1% | +17.7% |
| 6M | +19.9% | +32.8% | -12.8% | +11.4% |
| YTD | -1.7% | +26.1% | -27.8% | -6.5% |
| 1Y | +29.4% | +14.1% | +15.3% | +26.6% |
| All | +29.4% | +12.7% | +16.7% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DBX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling